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Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
New
narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Domino's Pizza Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Investments And Ireland Expansion Will Boost Future Market Presence
Key Takeaways The Profit Growth Framework aims to enhance revenue and margins through franchisee alignment and store expansion, driving customer and market growth. Investments in digital, supply chain automation, and store expansion in less saturated areas are expected to boost revenue and operational efficiency.
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UK£3.64
FV
31.9% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
BRD - Groupe Société Générale
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking And Green Financing Will Shape Romania's Resilient Future
Key Takeaways Rapid digital banking adoption and branch optimization are projected to increase efficiency, lower costs, and support stronger profit margins and returns. Strategic lending growth and investments in green financing position the company to benefit from macroeconomic trends and drive sustained topline and earnings expansion.
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RON 19.90
FV
1.9% undervalued
intrinsic discount
4.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
NobleOak Life
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of FiftyUp Club And Tech Investments May Strengthen Market Position
Key Takeaways Strategic partnerships and technology investments are expected to boost revenue, margins, and efficiency in a growing market. Acquisition and capital strength enhance profit margins, shareholder returns, and sales through expanded brand awareness and analytics.
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AU$2.98
FV
52.3% undervalued
intrinsic discount
17.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Petroreconcavo
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expansion Of UPGN Miranga Plant And New Drilling Will Strengthen Future Operations
Key Takeaways Accelerated drilling and production capacity expansion present potential for revenue growth as new reserves are leveraged. Operational advancements and strategic investments could improve net margins, reduce costs, and enhance earnings stability.
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R$19.32
FV
30.9% undervalued
intrinsic discount
2.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Grindrod
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Maputo Port Upgrades And Richards Bay Expansion Will Improve Future Capacity
Key Takeaways Redeploying locomotives and infrastructure investments in South Africa could enhance asset utilization, revenue, and future earnings. Strategic focus on high-growth projects and operational improvements aims to boost efficiency, revenue, and shareholder returns.
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R17.00
FV
30.8% undervalued
intrinsic discount
16.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Dreamfolks Services
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Diversification Into Lifestyle Offerings Will Open New Revenue Streams Internationally
Key Takeaways Expansion into lifestyle offerings and global markets aims to diversify revenue and tap new customer segments, enhancing future growth potential. Strategic client base diversification and service portfolio expansion focus on improving margins and reducing dependency on less profitable offerings.
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₹416.50
FV
64.9% undervalued
intrinsic discount
18.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Aguas Andinas
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Biociudad Plan And Network Renewal Will Secure Future Stability
Key Takeaways Planned rate increases and strategic investments aim to boost revenue growth and improve operational efficiency, enhancing Aguas Andinas' margins. Focus on long-term projects and sustainability, such as renewable energy and network renewal, supports financial stability and earnings growth.
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CL$401.25
FV
17.8% undervalued
intrinsic discount
6.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Cello World
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Glassware Facility Will Expand Product Offerings
Key Takeaways Strategic brand-building and product innovation aims to enhance revenue growth and improve net margins. Consumption-driven demand rebound from favorable policies is expected to improve revenue.
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₹760.17
FV
21.7% undervalued
intrinsic discount
11.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
CEAT
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Rising Vehicle Demand And Electrification Will Unlock Global Opportunity
Key Takeaways Strong focus on electrification, premiumization, and global diversification positions CEAT for sustained demand and resilience amid evolving automotive and regulatory trends. Strategic investments in automation, digitization, and sustainability are expected to improve operational efficiency, lower costs, and support long-term profitability.
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₹3.95k
FV
14.3% undervalued
intrinsic discount
9.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
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